$64.57B13F报告持仓市值
2,425持仓明细
6包含的其他管理人
+140新增
504已增持
621减持
−85已清仓
最大新建仓位
| 证券 | 价值 | 权重 |
|---|---|---|
| PLXS Plexus Corp. | $70.04M | 0.1% |
| ITGR Integer Holdings Corporation | $50.87M | 0.1% |
| SPCX Space Exploration… | $42.32M | 0.1% |
| DRAM Roundhill Memory ETF | $38.14M | 0.1% |
| NSIT Insight Enterprises, Inc. | $36.78M | 0.1% |
| DORM Dorman Products, Inc. | $36.38M | 0.1% |
| VIK Viking Holdings Ltd | $33.89M | 0.1% |
| LCLN | $31.49M | 0.0% |
| AQLT | $25.47M | 0.0% |
| THC Tenet Healthcare Corporation | $24.87M | 0.0% |
最大调仓
| 证券 | Δ股份 | 当前价值 | |
|---|---|---|---|
| GOOG Alphabet Inc. | ▲ Add | +16.5% | $2.78B |
| TSM Taiwan Semiconductor… | ▼ Trim | -2.7% | $2.85B |
| ADSK Autodesk, Inc. | ▼ Trim | -83.6% | $81.86M |
| ZTS Zoetis Inc. | ▼ Trim | -98.6% | $4.21M |
| MSFT Microsoft Corporation | ▼ Trim | -12.4% | $3.17B |
| IVV iShares Core S&P 500 ETF | ▲ Add | +16.9% | $1.51B |
| NVDA NVIDIA Corporation | ▲ Add | +5.7% | $2.06B |
| ANET Arista Networks, Inc. | ▲ Add | +7796.3% | $312.51M |
| INTU Intuit Inc. | ▼ Trim | -29.0% | $208.49M |
| WDAY Workday, Inc. | ▼ Trim | -98.6% | $3.30M |
数据来源: 元数据来源于 EDGAR 表单索引；分析基于已解析信息表（本季度最新接受版本）。非编辑性评述——仅为计算字段。